Mid-market focus Target mid-sized businesses and individuals in need of tax, accounting, auditing, internal control consulting, and contract CFO services, leveraging HSPG & Associates' broad service suite to position as a comprehensive financial partner.

Growth potential With revenue in the 25 to 50 million range and a team of 11–50, identify opportunities to upsell outsourced CFO and governance services to clients seeking scalable financial leadership and process improvements.

Tech enablement Leverage the firm’s technology stack (PHP, Bootstrap, Nginx, Google Maps, and front-end libraries) to offer modernization assessments, digital workflow enhancements, and secure client portals as differentiators.

Public and private sector Capitalize on experience serving both public and private sectors to pursue contracted audits, internal controls, and compliance projects across regulated industries.

Competitive landscape Position against large CPA firms by emphasizing personalized service, specialized internal control and contract CFO offerings, and flexible engagement models to win mid-market clients seeking cost-effective expertise.